MWA Asset Management Buys 3,077 Shares of Microsoft Corporation $MSFT

MWA Asset Management raised its stake in Microsoft Corporation (NASDAQ:MSFT) by 28.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 13,797 shares of the software giant’s stock after buying an additional 3,077 shares during the period. Microsoft comprises about 2.9% of MWA Asset Management’s portfolio, making the stock its 8th biggest position. MWA Asset Management’s holdings in Microsoft were worth $5,217,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC raised its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC boosted its stake in shares of Microsoft by 4.9% in the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after purchasing an additional 20 shares during the last quarter. Fischer Investment Strategies LLC increased its position in shares of Microsoft by 3.1% during the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after buying an additional 21 shares during the period. Pollock Investment Advisors LLC increased its position in shares of Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock worth $1,453,000 after buying an additional 21 shares during the period. Finally, Better Money Decisions LLC boosted its position in Microsoft by 0.6% during the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock valued at $1,740,000 after acquiring an additional 21 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Transactions at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 38,572 shares of company stock valued at $17,775,330 over the last three months. Corporate insiders own 0.03% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and AI growth are the main catalysts. Azure revenue surpassed $100 billion for fiscal 2026, while fourth-quarter cloud revenue increased 43%. Microsoft also exceeded quarterly revenue and earnings expectations, supporting optimism that AI demand is translating into recurring cloud and enterprise revenue. Microsoft Azure Fiscal 2026 Sales Exceed $100B
• Positive Sentiment: Microsoft is expanding its AI infrastructure footprint in India. The company opened its largest Indian data-center hub in Hyderabad and signed early customers including Adani Group and HDFC Bank. Microsoft has committed approximately $20.5 billion to its Indian operations, positioning Azure for growth in a large and rapidly developing market. Microsoft Opens Its Largest India Data Center Hub
• Positive Sentiment: Wall Street remains constructive. Analysts have raised price targets, including Tigress Financial’s $690 target, citing durable AI and cloud growth. Microsoft’s strong balance sheet, recurring software revenue and approximately $0.91 quarterly dividend also provide support for the long-term investment case. Tigress Raises Microsoft Price Target
• Neutral Sentiment: OpenAI is a significant growth engine but also a concentration risk. Reports estimate that OpenAI may account for roughly 70% of Microsoft’s AI revenue. The relationship boosts near-term demand, but reliance on one partner could increase volatility if economics, technology preferences or customer concentration change. OpenAI May Account for 70 Percent of Microsoft AI Revenue
• Negative Sentiment: Insider selling and legal notices may temper sentiment. CEO Judson Althoff sold 10,000 shares worth about $4.9 million, following EVP Takeshi Numoto’s sale of approximately $2.4 million. Multiple law firms are also promoting a securities class action with an August 11 lead-plaintiff deadline. These items do not establish wrongdoing, but they can add near-term headline pressure.
• Negative Sentiment: AI investment is increasing execution and margin risks. Large data-center commitments and infrastructure spending are necessary to support demand, but could pressure free cash flow and margins if capacity is built ahead of revenue or component shortages delay deployments. Microsoft’s valuation also leaves less room for disappointment after its sharp rally.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of recent analyst reports. Truist Financial reiterated a “buy” rating and set a $575.00 price target on shares of Microsoft in a report on Wednesday, July 22nd. Argus decreased their target price on Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a research note on Friday, July 10th. Sanford C. Bernstein lifted their target price on Microsoft from $646.00 to $647.00 and gave the stock an “outperform” rating in a report on Thursday, July 30th. China Renaissance cut their price target on Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a report on Monday, May 4th. Finally, Phillip Securities downgraded shares of Microsoft from a “strong-buy” rating to a “moderate buy” rating in a research report on Monday. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $558.87.

Microsoft Stock Up 2.5%

Shares of NASDAQ:MSFT opened at $499.86 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The business’s 50 day simple moving average is $403.86 and its two-hundred day simple moving average is $406.31. The firm has a market cap of $3.71 trillion, a P/E ratio of 27.83, a PEG ratio of 1.57 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the previous year, the company posted $3.65 earnings per share. The company’s quarterly revenue was up 17.7% on a year-over-year basis. As a group, research analysts forecast that Microsoft Corporation will post 19.56 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

Microsoft Company Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).